Hyperscalers will spend $725 billion on AI infrastructure this year. The users they are spending it on are now actively rejecting the output. Gartner finds 50% of US consumers prefer brands that don’t use generative AI. Wikipedia just banned AI-generated content 44-2. Stack Overflow’s new-question volume has fallen 78% year over year. Google AI Overviews have collapsed top-page CTR by 58%. This is the structural tension running through every story below: capacity is being added fastest in exactly the parts of the market where buyers are most visibly walking away.
